Keystone Wealth Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$238,591
-6.0%
1,3060.0%0.09%
-4.2%
Q2 2023$253,914
+0.4%
1,306
-0.1%
0.10%
-7.8%
Q1 2023$252,893
+1.0%
1,3070.0%0.10%
-5.5%
Q4 2022$250,306
+11.7%
1,307
+0.2%
0.11%
+2.8%
Q3 2022$224,000
-29.1%
1,305
-23.5%
0.11%
-24.8%
Q2 2022$316,000
-5.4%
1,7050.0%0.14%
+6.8%
Q1 2022$334,000
-2.1%
1,705
+0.1%
0.13%
-4.3%
Q4 2021$341,0001,7040.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 254,721$43,759,00012.65%
BCM ADVISORS, LLC 217,010$41,058,00012.08%
Weitzel Financial Services, Inc. 73,185$12,572,537,0008.83%
Blackston Financial Advisory Group, LLC 58,962$11,094,0007.81%
Blankinship & Foster, LLC 88,914$15,274,0007.42%
Beacon Capital Management, LLC 105,628$19,577,0006.52%
Milestone Advisory Partners 49,727$8,543,0006.41%
Curtis Advisory Group, LLC 90,000$15,461,0006.35%
SELDON CAPITAL LP 49,593$8,520,0006.08%
Elwood & Goetz Wealth Advisory Group, LLC 99,623$17,114,0005.78%
View complete list of VANGUARD WORLD FDS shareholders